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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,711 | $82,678+169.4% | $125,391+77.6% | $68,490+225.2% |
| Participation rate | 73.2% | 75.1%-1.9pp | 82.4%-9.2pp | 67.9%+5.3pp |
| Annual return | -12.50% | -5.97%-6.5pp | 572.41%-584.9pp | -7.85%-4.6pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $9,472 | $6,111+55.0% | $7,448+27.2% | $4,028+135.2% |
| Admin fee / account holder | $4,601 | $6,277-26.7% | $10,009-54.0% | $5,403-14.9% |